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Brooke Elizabeth Gordon

Goldman Sachs Wealth Services, L.P.

Boston, MA

CRD 7275377

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-09-15
  • MA RA
    APPROVED
    Since 2020-09-15

Branch Locations

125 High Street 20Th Floor, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Boston MA 07/2020 01/2021
The Ayco Company, L.P. Latham NY 06/2018 04/2019
The Ayco Company, L.P. Latham NY 06/2019 08/2019
The Ayco Company, L.P. Latham NY 05/2020 07/2020
Gap Factory Schenectady NY 06/2017 04/2018
Union College Schenectady NY 09/2016 06/2020
Union College Schenectady NY 09/2016 06/2020
Goldman Sachs & Co. Llc Boston MA 01/2021 Present
  • 07/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Boston, MA
  • 06/2018 → 04/2019
    The Ayco Company, L.P.
    Latham, NY
  • 06/2019 → 08/2019
    The Ayco Company, L.P.
    Latham, NY
  • 05/2020 → 07/2020
    The Ayco Company, L.P.
    Latham, NY
  • 06/2017 → 04/2018
    Gap Factory
    Schenectady, NY
  • 09/2016 → 06/2020
    Union College
    Schenectady, NY
  • 09/2016 → 06/2020
    Union College
    Schenectady, NY
  • 01/2021 → Present
    Goldman Sachs & Co. Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
  • S66 Uniform Combined State Law Examination
    2020-09-04
Other Names
  • Brooke Elizabeth Cleveland

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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